WPA
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West Paces Advisors’s Lincoln National LNC Stock Holding History

West Paces Advisors’s Portfolio LNC Stock Details LNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-115
Closed -$4.23K – 425
2020
Q2 		$4.23K Hold
115
– – ﹤0.01% 383
2020
Q1 		$3.03K Sell
115
-62
-35% -$2.94K ﹤0.01% 400
2019
Q4 		$10.4K Sell
177
-55
-24% -$3.24K 0.01% 342
2019
Q3 		$14K Hold
232
– – 0.01% 289
2019
Q2 		$15K Hold
232
– – 0.01% 276
2019
Q1 		$13.6K Hold
232
– – 0.01% 288
2018
Q4 		$11.9K Hold
232
– – 0.01% 297
2018
Q3 		$15.7K Hold
232
– – 0.01% 283
2018
Q2 		$14.4K Buy
232
+55
+31% +$3.76K 0.01% 291
2018
Q1 		$12.9K Hold
177
– – 0.01% 294
2017
Q4 		$13.6K Sell
177
-40
-18% -$3.03K 0.01% 304
2017
Q3 		$15.9K Hold
217
– – 0.01% 286
2017
Q2 		$14.7K Hold
217
– – 0.01% 287
2017
Q1 		$14.2K Hold
217
– – 0.01% 284
2016
Q4 		$14.4K Buy
+217
New +$12.6K 0.01% 289

Other funds holding LNC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return